Plan5500

Norton Lilly International, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Norton Lilly International, Inc. (EIN 63-1222618) is a plan sponsor located in Mobile, AL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
63-1222618
Location
Mobile, AL
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$37MSummed across loaded plans$36,959,579
Total reported assets$37M$36,959,579
Total reported participants1.3K1,272
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$37M total assets
Net assets$37MLiabilities$0
Contributions & income
Employer contributions$745.6K
Participant contributions$3.1M
Total income / additions$9.4M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.3M
Net increase / (decrease)$6.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Norton Lilly International Retirement Plan
Participants per plan636Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Norton Lilly International Retirement Plan$37M
    Plan #001 · 737 participants · 2023
  2. 2
    Norton Lilly International Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 535 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Norton Lilly International, Inc.
YearPlanParticipantsSchedulesFiling
2023Norton Lilly International Inc. Health And Welfare Plan535—20240603091232NAL0018187825001
2023Norton Lilly International Retirement Plan737H, C20241008061743NAL0008147123001

Related Form 5500 pages